Recruiting & transitions

4 stories this week 87 in all, from the Advisors desk.

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Recruiting & transitions stories, page 3

Page 3 of 5

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Merrill sells the map while advisors get paid in equity

Sep 22

A $425 million team prices independence against the employee channel

Sep 21

Merit's $888 million Commonwealth hire was paid partly in equity

Sep 21

The OSJ left LPL. The $825 million book stayed.

Sep 21

Morgan Stanley raises the growth bar and bids for its own succession

Sep 17

Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points

Sep 17

Osaic's rebuild starts with the advisors it still has

Sep 17

28 advisors kept an $825 million book by staying put

Sep 16

Merrill recruits again while Morgan Stanley makes a capacity pitch

Sep 16

The UHNW recruiting pitch has stopped leading with the check

Sep 15

Six Modern Wealth advisors left as it acquired $710 million in assets

Sep 15

A UBS team ran the LPL math and chose Raymond James

Sep 14

IBKR pitches RIAs with a fee page and a promise

Sep 9

Banks' upstream push hands RIAs their next breakaway wave

Sep 9

Rockefeller's double raid puts a price on the cap table pitch

Sep 4

LPL's Merrill breakaway profile omits the economics

Sep 4

Raymond James hires Schwab custody veteran for client experience

Sep 4

Platform breadth is the new mid-market affiliation test

Sep 2

Aquiline's Flourish deal makes sweep revenue share a boardroom question

Sep 2

&Partners' seventh Wells team makes boutique RIAs a credible counteroffer

Sep 1

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Recruiting & transitions

Recruiting & transitions stories, page 3

Page 3 of 5

Merrill sells the map while advisors get paid in equity

A $425 million team prices independence against the employee channel

Merit's $888 million Commonwealth hire was paid partly in equity

The OSJ left LPL. The $825 million book stayed.

Morgan Stanley raises the growth bar and bids for its own succession

Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points

Osaic's rebuild starts with the advisors it still has

28 advisors kept an $825 million book by staying put

Merrill recruits again while Morgan Stanley makes a capacity pitch

The UHNW recruiting pitch has stopped leading with the check

Six Modern Wealth advisors left as it acquired $710 million in assets

A UBS team ran the LPL math and chose Raymond James

IBKR pitches RIAs with a fee page and a promise

Banks' upstream push hands RIAs their next breakaway wave

Rockefeller's double raid puts a price on the cap table pitch

LPL's Merrill breakaway profile omits the economics

Raymond James hires Schwab custody veteran for client experience

Platform breadth is the new mid-market affiliation test

Aquiline's Flourish deal makes sweep revenue share a boardroom question

&Partners' seventh Wells team makes boutique RIAs a credible counteroffer